See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,652 | $127,065+33.5% | $113,168+49.9% | $142,382+19.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.78% | 24.03%-4.2pp | 24.27%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,495 | $3,442-27.5% | $2,975-16.1% | $4,299-42.0% |
| Participant deferral / active EE | $10,375 | $5,716+81.5% | $5,107+103.2% | $6,507+59.4% |
| Admin fee / account holder | $1,047 | $15,736-93.3% | $12,068-91.3% | $12,624-91.7% |